Prospettive globali

Global Dividend Index

Il JHGDI è uno studio a lungo termine sull'andamento dei dividendi globali.

Janus Henderson Corporate Debt Index

L’indice Corporate Debt è la prima edizione di uno studio a lungo termine sulle tendenze dell’indebitamento delle società in tutto il mondo, sulle opportunità di investimento e sui rischi che comporta.

Prospettive Reddito Fisso

L'analisi trimestrale dei nostri team obbligazionari per aiutare i clienti ad affrontare i mercati e le opportunità future.

Prospettive azionarie

Le analisi dei nostri team azionari per aiutare i clienti ad affrontare i mercati e le opportunità future.

Global Snapshot

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

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‘The only thing that is constant is change’
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‘The only thing that is constant is change’

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

The Chinese disruption paradox
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The Chinese disruption paradox

Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.

Generational investing: il mondo secondo la generazione dei selfie (parte 1)
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Generational investing: il mondo secondo la generazione dei selfie (parte 1)

Paul Redmond, Director of Student Life presso l’Università di Manchester nel Regno Unito, illustra le principali conclusioni del suo lavoro sulla “teoria generazionale” e le sue implicazioni in un mondo che cambia molto rapidamente. Nel primo dei due contributi, Redmond spiega le motivazioni e i valori della Generazione Y e il modo in cui tali fattori incidono sul comportamento di questa generazione come investitori e consumatori.

Vademecum su cosa fare, e su cosa non fare, nel gioco della disruption
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Vademecum su cosa fare, e su cosa non fare, nel gioco della disruption

Jenna Barnard, Co-Head dell’area Strategic Fixed Income, illustra in che modo un divario geografico disomogeneo in relazione alla tecnologia si stia fondendo con un mondo di prospettive divergenti in termini di crescita e tassi d’interesse.

Delivery and healthcare: Amazon continues to invest in long-term opportunities
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Delivery and healthcare: Amazon continues to invest in long-term opportunities

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

“Il Re è morto, lunga vita al Re!” – settore immobiliare e tecnologia

“Il Re è morto, lunga vita al Re!” – settore immobiliare e tecnologia

Tim Gibson e Guy Barnard, Co-Head di Global Property Equities, discutono di come i rapidi progressi tecnologici stiano reinventando e ringiovanendo il settore immobiliare, e di come i loro portafogli siano posizionati attivamente per trarre vantaggio da queste tendenze in evoluzione.

Amazon’s customer focus and investing for long-term growth should pay off
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Amazon’s customer focus and investing for long-term growth should pay off

Alison Porter, Global Technology equities portfolio manager, comments on Amazon’s most recent quarterly results, which continue to demonstrate the company’s strong position in its cloud infrastructure and paid subscription businesses, as well as growth opportunities in other areas such as advertising.

Where and when to go active – an asset allocator’s view (part 2)
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Where and when to go active – an asset allocator’s view (part 2)

In part two of this two-part mini-series, Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, discusses why alpha-generating managers are likely to be in ever greater demand, and focuses on dynamics within fixed income. As an allocator to both active funds and passive instruments, he argues it is crucial to consider questions of ‘where’ and ‘when’ when making decisions.

Technology disruption and acceleration: risks and opportunities
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Technology disruption and acceleration: risks and opportunities

In this video, Richard Clode, portfolio manager in the Global Technology Team, discusses how not keeping up with innovation may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies.

Active and passive investing – all in the blend
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Active and passive investing – all in the blend

Janus Henderson Co-CEO Dick Weil talks to Bloomberg TV about the benefits of combining an active and passive approach to investing. He also provides his view on the risk of crowded trades, the scope for interest rate rises, and taking advantage of growth in the Chinese market.

Quick view: healthcare – Amazon’s next disruption target?
Megatrend Vista rapida

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

Quick view: healthcare – Amazon’s next disruption target?
Megatrend Vista rapida

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.